20 May 2026
China training Russian troops for Ukraine combat: German newspaper
BERLIN: European intelligence agencies believe the Chinese military has trained hundreds of Russian soldiers for fighting in Ukraine, according to Germany’s Die Welt newspaper which cited secret documents it had seen.
19 May 2026
Will Nvidia Form the $6 Trillion Club on May 20?
Nvidia ( NVDA +0.72% ) is skyrocketing ahead of its highly anticipated first-quarter fiscal 2027 earnings call on May 20. At recent prices, the stock is up about 20% since the semiconductor giant reported its fourth-quarter and full-year fiscal 2026 results. That's even after a 5.7% sell-off from Nvidia's all-time high closing price on May 14 to market close on May 18. With a market cap of $5.4…
19 May 2026
Your Portfolio Isn’t Invested in the Right Kind of AI Unless You Hold This ETF
Hyperscaler AI budgets have to land somewhere. They land at the chip designers and at the one company whose tools make advanced chips physically possible. That is the entire thesis behind Invesco PHLX Semiconductor ETF (NASDAQ:SOXQ), which tracks the PHLX Semiconductor Sector Index and gives you concentrated exposure to the picks-and-shovels layer of artificial intelligence.
18 May 2026
Communities are blocking billions in data centers. Big Tech has wagered $1 trillion otherwise
The town of Saline, Michigan, didn’t want a $16 billion data center in its backyard. Residents voted against it. Weeks later, as Fortune ‘s Sharon Goldman reported , construction began anyway.
18 May 2026
President Trump on being America's CEO-in-chief, making 'deals that no normal person would make'
In a wide-ranging conversation that spanned an hour—and covered topics from tariffs to AI data centers to the war in Iran—the president outlined the broader, top-down dealmaking mentality he’s using to try to reinvigorate the American economy.
17 May 2026
A 45,000-person labor strike at Samsung's memory chip plants could throw a wrench into the AI boom
Samsung makes about a third of the world’s DRAM—the memory inside virtually every phone, laptop, server, and data center on the planet. Together with its Korean rival SK Hynix, it controls roughly two-thirds of the global DRAM market and an even larger share of high-bandwidth memory (HBM), the specialized chips that AI systems cannot run without.
14 May 2026
China cozies up as Trump touts delegation of richest business heavyweights at Xi summit
US-China trade: Nvidia chips, auto market, IP theft underscore complex relationship U.S.-China trade discussions intensify as President Trump's administration navigates complex issues, including U.S. Commerce Department's decision to allow Nvidia H200 chip sales to 10 Chinese firms. Experts also warn against allowing Chinese electric vehicles into the American market, citing intellectual property…
14 May 2026
Will Nvidia Stock Keep Surging on China Optimism Or is the Cerebras IPO a New Risk?
Nvidia ( NVDA - Free Report ) ) has spent the last three years dominating the artificial intelligence boom, becoming the undisputed king of AI infrastructure. But investors are suddenly facing a more nuanced question: Does renewed optimism around China strengthen Nvidia’s long-term outlook, or does Thursday’s blockbuster IPO of Cerebras Systems (CBRS) signal the beginning of real competitive…
14 May 2026
Trump and Xi hold talks but no trade deal agreed
It was a day heavy with symbolism in Beijing, marked by choreographed ceremonies and carefully staged optics, but there was no sweeping trade breakthrough or major business agreements. US President Donald Trump met Chinese President Xi Jinping on Thursday for more than two hours of talks, describing the US-China relationship as "the world's most consequential economic relationship". The White…
